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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,540 | $172,111+20.0% | $150,298+37.4% | $137,256+50.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.53% | 69.37%-55.8pp | 62.79%-49.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $7,175 | $4,636+54.8% | $4,154+72.7% | $4,156+72.7% |
| Participant deferral / active EE | $2,631 | $6,166-57.3% | $5,453-51.8% | $6,407-58.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |